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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,743 | $99,032-37.7% | $80,022-22.8% | $135,380-54.4% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 12.06% | 15.39%-3.3pp | 11.22%+0.8pp | 519.81%-507.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $391 | $4,282-90.9% | $3,686-89.4% | $5,609-93.0% |
| Admin fee / account holder | $26,461 | $10,436+153.6% | $6,521+305.8% | $10,828+144.4% |